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Hi Marcie, Talk with Jamie at Knuula.com. Once it's all set up, it's a great software and easy to use. ------------------------------ Garrett Cliff WNC CPAs & Consultants, LLC Ephrata PA (717) 336-3801 ------------------------------

For those of you who prepare individual (1040) returns, how do you typically handle delinquent or chronically non-responsive client accounts? Specifically: How long do you keep these clients on your active list? We will tag any that go over 120 ...

Hi all, I'm looking to gather some insight and best practices. For those of you who prepare individual (1040) returns, how do you typically handle delinquent or chronically non-responsive client accounts? Specifically: How long do you ...